What are you buying today?

[Malmqky]

Starter in NRP as well

 

Thanks @KJP

Edited November 6, 2023 by Malmqky

[Spekulatius]

On 11/1/2023 at 2:23 PM, Spekulatius said:

I have done one small add in CNHI at $11.5 but not buying more although the price seems tempting. I am going to check the Q3 report first.

Ouch. Down another ~13% premarket. Earnings report does not look that bad to me though. I am going to add some shares here.

[Malmqky]

AMR, MSGE, UNTC, NRP

[sleepydragon]

Bought a bit CPRI

[sleepydragon]

4 hours ago, Spekulatius said:

Ouch. Down another ~13% premarket. Earnings report does not look that bad to me though. I am going to add some shares here.

interesting.. will it be added to US indices when it's delisted from Milan?

[Cod Liver Oil]

More MSGE at 28.

[Dinar]

CI at $297 and MSGE at $28.15

[Spekulatius]

1 hour ago, sleepydragon said:

interesting.. will it be added to US indices when it's delisted from Milan?

It is possible. The rational is that they want to have all the liquidity in one exchange and the US seems better than Italy. The stock certainly looks cheap but that does not mean it can't get cheaper.

 

I am pretty sure that Exor has a strong say in how they allocate capital. My thinking is that they want to do something about their subscale and less profitable Case construction business - either sell or merge it with another player.

 

They spun out Iveco already which is also a somewhat subscale and much less profitable than the core AG business.

[sleepydragon]

53 minutes ago, Spekulatius said:

It is possible. The rational is that they want to have all the liquidity in one exchange and the US seems better than Italy. The stock certainly looks cheap but that does not mean it can't get cheaper.

 

I am pretty sure that Exor has a strong say in how they allocate capital. My thinking is that they want to do something about their subscale and less profitable Case construction business - either sell or merge it with another player.

 

They spun out Iveco already which is also a somewhat subscale and much less profitable than the core AG business.

I think they will be removed from MSCI Europe indices which to be announced on 11/14th. There will be some supply pressures. Then maybe after the delisting it will be added to US indices (SP400)

[Luke]

OXY and AMR!

[Seoshin]

Bought more NTDOY yesterday after reading the latest Q. Also bought more DHR and TXN today.

[dipod]

Large amount of CPNG.

[Ross812]

I just keep buying LUV

[Ross812]

Lots of HQI this morning. It blew through limit orders at 15.50, 14.50, 13.50. I got a partial fill at 13 and have another order sitting out there at 12.50. What a blood bath. 

[shhughes1116]

More NTODY and more CLMT.  

[Spekulatius]

A swill of DEO this AM.

[Sweet]

On 11/8/2023 at 7:12 PM, Ross812 said:

I just keep buying LUV

This sounds so bad lol

[Gregmal]

Bought some DEO for the put it away for 5+ section of the portfolio 

[Libs]

This week I topped off each member of my "Magnificent Seven." 

 

JOE

HQI (oops!)

FAIRFAX

CNSWF

LMGIF (Lumine)

XPEL

SCHW

CASH

 

Ok, so "Magnificent Eight." They are equal positions. If as a group, this pile of money doesn't double in 5 years, my confidence will be shattered because I'm in love with every one of these. (One will probably flame out, I have no idea which).

 

 

 

 

[Malmqky]

A smaller starter/tracker sized position in CPNG

 

Maybe more AMR and UNTC if limit orders fill.

[Dinar]

@Gregmal, Greg, why do you like Diageo?  Thank you.

[Gregmal]

26 minutes ago, Dinar said:

@Gregmal, Greg, why do you like Diageo?  Thank you.

Nothing special. Just a good enough brand at an ok enough valuation that I’ll look at in 5 years and sleep well at night in between.

[KJP]

Net Lease Office Properties (NLOP)

[Value_Added]

16 minutes ago, KJP said:

Net Lease Office Properties (NLOP)

+1

 

Also purchased DBI, HIBB, IMXI and METC throughout the week.  

Edited November 10, 2023 by Value_Added

[james22]

4 hours ago, Sweet said:

This sounds so bad lol

 

Love you pay for is less expensive than love you don't.